TBWA
Three Bridge Wealth Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
37,142
+1,680
| +5% | +$103K | 0.6% | 29 |
|
|
2025
Q1 | $2.11M | Buy |
35,462
+722
| +2% | +$43K | 0.73% | 28 |
|
|
2024
Q4 | $1.97M | Buy |
34,740
+198
| +0.6% | +$11.2K | 0.69% | 31 |
|
|
2024
Q3 | $2.24M | Sell |
34,542
-1,752
| -5% | -$114K | 0.83% | 26 |
|
|
2024
Q2 | $2M | Sell |
36,294
-1,351
| -4% | -$74.3K | 0.79% | 26 |
|
|
2024
Q1 | $1.89M | Buy |
37,645
+26,310
| +232% | +$1.32M | 0.74% | 29 |
|
|
2023
Q4 | $550K | Sell |
11,335
-22,710
| -67% | -$1.1M | 0.19% | 57 |
|
|
2023
Q3 | $1.68M | Buy |
34,045
+4,963
| +17% | +$245K | 0.7% | 26 |
|
|
2023
Q2 | $1.52M | Sell |
29,082
-1,774
| -6% | -$92.5K | 0.64% | 28 |
|
|
2023
Q1 | $1.6M | Buy |
30,856
+9,362
| +44% | +$486K | 0.74% | 28 |
|
|
2022
Q4 | $1.08M | Sell |
21,494
-9,753
| -31% | -$491K | 0.58% | 33 |
|
|
2022
Q3 | $1.37M | Sell |
31,247
-493
| -2% | -$21.6K | 0.7% | 30 |
|
|
2022
Q2 | $1.46M | Buy |
31,740
+1,367
| +5% | +$62.7K | 0.71% | 30 |
|
|
2022
Q1 | $1.38M | Buy |
+30,373
| New | +$1.38M | 0.39% | 33 |
|